The most recent content from our members.
How do you add a new custom report to the Infor CRM web client?
After upgrading KnowledgeSync to version 10.5, the slapi_DBOpenSQL function no longer opens the database connection in writable mode. The connection is successfully selecting records, but no updates are occurring in the database. No error is being thrown. Does anyone know how to remedy this? Here is how we are opening the…
Is it possible to create a calculated field on a string using a function? For example, The SECCODEID field begins with an "F" when it's a team "U" is private and "N" is simply a user. I'd like to create a calculated field for this. Something like LEFT(ACCOUNT.SECCODEID,1), however, when I try this all I get is something…
InforCRM's interface prevents you from deleting or merging contacts that are tied to integration (e.g. CSI). For example, when I try to merge two contacts (both are indeed duplicates of each other and both are connected to CSI), I get the following error message dialog: The source record has previously been promoted. You…
In the web client, the Navigation menu is located on the left and has Navigational groups (i.e. Sales, Marketing, Service, Support, Administartion, Integration). When I log on as admin, I have an Administration group with several items underneath it. When I log on as a Standard User (role), I also have an Administration…
Out of the box, InforCRM contacts are only able to be created with the InsertContactAccount.aspx page (to promote duplicate-record intervention). I also found that you can create contacts with the Xbar Outlook plugin. I have a test (ON PREM) environment that was able to create contacts until recently. Both the web client…
I need to add a field to a table, but the table doesn't show up in the database manager in Architect. The table has the sysdba schema in SQL Server. What would cause the database manager to miss the table, and how can I resolve this?
Hi everybody, This is my first time posting here. We are a small business currently working to implement several Infor modules, and we are frustrated with the systems functionality and current configuration. Change requests we suggest / want / need are shot down, and crude work arounds are the types of solutions we get. I…
How can we make changes to the New Account / Contact form? We need to remove some fields, add some others and make some fields required.
Is there a way to remove all of the toolbars and collapse the space taken up by the toolbars? My client says they don't use the toolbar buttons and would like to remove them and reclaim the space taken up by the toolbar.
Is there a best practice for setting up Infor CRM for users in multiple countries? For instance, we have a new customer that has a sales team in the US and a sales team in Hungary. What would be the recommended approach to setting up Infor CRM to handle this?
Hi Suddenly i am getting this error when deploying (Build Interfaces / Build Platforms are all working fine) INFO - Beginning Portal Deployments INFO - Starting Deployment for portal 'ProcessHost' INFO - Getting deployment items... INFO - Getting Support Files INFO - Checking 'SupportFiles' INFO - Generating localization…
Is it possible to set the return value of a lookup based on another user selection? I'm able to update the entity value but I'm unable to update the actually value in the lookup prior to submitting the form.
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